First, this week's cement industry chain index showed
that on Friday, the national cement price index was 115.35 points, down 1.92% annually and 19.71% year-on-year; The clinker price index was 129.29 points, with a month-on-month decrease of 0.80% and a year-on-year decrease of 10.22%; the price difference index of cement and coal was 104.33 points, with a month-on-month decrease of 3.39% and a year-on-year decrease of 15.45%; the glass price index was 127.27 points, with a month-on-month decrease of 1.76% and a year-on-year increase of 9.19%; The concrete index was 132.38 points, down 0.25% on a month-on-month basis and 9.38% on a year-on-year basis; the rebar price index was 149.30 points, up 0.37% on a month-on-month basis and down 10.40% on a year-on-year basis; the gravel price index was 85.49 points, flat on a month-on-month basis and down 8.37% on a year-on-year basis; The price index of machine-made sand was 90.76 points, down 0.24% on a month-on-month basis and 6.94% on a year-on-year basis; the price index of mineral powder was 69.33 points, flat on a month-on-month basis and down 7.65% on a year-on-year basis; The mortar price index was 93.86 points, down 0.60% from the previous month. Year-on-year decrease of 3.
2. Not less than 13 days!
3. Gansu will relocate a 5000t/d clinker production line
on July 3. Gansu Provincial Department of Industry and Information Technology released the "On Longnan III, Sandstone Aggregate Industry Dynamics
This Week 1, Investment of 500 million yuan!
2. The reserves exceed 2. The resource reserves of the mining area exceed 230 million cubic meters, the designed annual production scale is 10 million cubic meters, the proposed transfer period is 21 years, and the transfer income assessment exceeds 2 billion yuan. On the morning
of June 30, the completion ceremony of the tunnel section of Chizhou Corridor Project of East China Materials Co., Ltd., a subsidiary of China National Building Material Group, was held outside the No.4 entrance of C1 Tunnel. The total investment of the corridor project is 27. Among them, the total length of the corridor tunnel section is 13 kilometers, which started construction on July 1, 2022, four months ahead of the original 16-month plan. After the completion of the project, the annual transportation capacity of 60 million tons of mineral products can be realized, including 40 million tons of self-produced mineral products and 20 million tons of social mineral products.
4. Guangxi has made it clear that the proceeds from the transfer of mining rights, except for voluntary one-time payment, shall be paid
in installments. The Guangxi Finance Department, in conjunction with the Department of Natural Resources and the Tax Bureau, has issued the Notice on Implementing the Measures for Collecting the Proceeds from the Transfer of Mining Rights of the Ministry of Finance, the Ministry of Natural Resources and the General Administration of Taxation. It clearly stipulates that the income from the transfer of mining rights in Guangxi shall be paid in installments. The Notice clearly States that during the transitional period before the issuance and implementation of the new measures for the collection and management of the proceeds from the transfer of mining rights, the proceeds from the transfer of mining rights shall be collected in the form of the amount of the transfer, except for the voluntary one-time payment by the mining rights holder. The financial departments of the districts and municipalities and the competent departments of natural resources shall, according to the actual situation of the city, determine the proportion of the first levy of the income from the transfer of mining rights within the administrative areas under their jurisdiction between 10% and 20% of the income from the transfer of mining rights.
4. Comments on
the dynamics of the concrete industry this week 1. Yangzhou will carry out a special rectification
of the ready-mixed concrete market in the whole city. Yangzhou will carry out a special rectification of the concrete market, covering all ready-mixed concrete production enterprises in the whole city. It mainly includes qualified enterprises, non-qualified enterprises, "zombie enterprises" that have not been produced and operated for more than two years, sub-stations other than qualified approved production sites, and affiliated enterprises. The renovation mainly includes five aspects: qualification management, quality management, safety production, green production and use management. Enterprises with problems will be ordered to rectify within a time limit and withdraw their qualifications if the circumstances are serious.
2. In 2023, the third batch of major projects in Anhui Province started, with a total investment of 6900. There are 1126 major projects started this time, with a total investment of 690.01 billion yuan and an annual planned investment of 132.12 billion yuan, involving manufacturing, infrastructure, livelihood projects and other industries. Among them, the annual planned investment of manufacturing projects accounted for 67% of the total annual planned investment of the start-up mobilization projects. Among them, the third batch of start-up mobilization projects in Hefei in 2023 was 93, with a total investment of 81.24 billion yuan and an annual planned investment of 113. Among them, there were 21 projects with a total investment of 57.78 billion yuan. On the morning
of July 4, the Zhejiang Provincial Party Committee and the provincial government held a centralized commencement ceremony for the "thousand trillion" major projects, which focused on 99 "thousand trillion" major projects with a total investment of 678.9 billion yuan. Among them, there are 55 industrial projects. The Zhejiang Provincial Government requires all departments to focus on the objectives and tasks, speed up the construction progress of "thousands of trillion" major projects, insist on being fast and early, ensure that the completion rate of investment in the third quarter reaches more than 75%, and that the start-up rate of new projects reaches more than 85%, thus forming more physical investment. In particular, this centralized project must ensure that all substantive projects are started and truly play a leading role in demonstration. This
week, the national concrete price index closed at 132.38 points, down 0.25% from the previous month and 9% from the previous year. Regionally, the price of concrete in Hainan and Guangxi markets dropped by 10-30 yuan per square meter. The price of concrete in Zhejiang and Hubei markets dropped by about 5-15 yuan per square meter, while the price of concrete in other provinces and cities in China remained basically stable. In
the next ten days, there will be more precipitation in Sichuan Basin, the eastern and southern parts of Huanghuai, Jianghan, Jianghuai and the middle and lower reaches of the Yangtze River, with 100-150 mm in some areas and more than 200 mm locally. The precipitation in Sichuan Basin will continue to be more, and the heavy precipitation will occur on 7-8 and 11-14 days. In addition, the precipitation in Northeast China is on the high side, and there are strong convective weather such as short-term heavy rainfall, hail, thunderstorm and gale. In terms of temperature, from 7 to 11 days, there were persistent high temperatures in most parts of Hebei, Beijing, Tianjin, northern Shandong and north-central Henan, with daily maximum temperatures in some areas reaching 37-39 degrees Celsius, and in parts of south-central Hebei and northern Henan exceeding 40 degrees Celsius. In addition, in the south of the Yangtze River and the south of central and southern China, the number of high temperature days is generally 6 to 8 days, and the humidity is high, and the body feels muggy. Among them, parts of Hunan, Jiangxi, Zhejiang and Fujian can reach 37 to 39 degrees Celsius.
To sum up, the domestic high temperature and rainy weather will continue next week, the construction conditions have not improved significantly, coupled with the social capital level is still relatively tight, the progress of terminal projects is slow, and concrete shipments continue to maintain a low level. At the same time, the upstream raw material inventory pressure is high, the price has not stopped falling, and it is difficult to form an effective support. Overall, the concrete market will maintain a downward trend next week.
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